Global View Capital Management
President of Global View Capital Management

Dina Fliss

President & Chief Investment Strategist

Ms. Fliss is directly responsible for the portfolio construction of Globalview Tactical Asset Allocation Portfolios ("GTAC") & the Tactical Asset Allocation Fund, GPS model portfolios, Tactical Hard Asset, Tactical Emerging Markets, and Global Macro strategies, sub-advised through Flexible Plan Investments. She is co-founder of Global View Capital Management, Ltd., and Global View Capital Holdings, Ltd. Ms. Fliss has been researching and developing model portfolios and actively managed strategies since 1995. When Ms. Fliss was employed at World Marketing Alliance from October 1991 through April 2001, she co-developed model portfolios and designed marketing programs utilizing the science of Modern Portfolio Theory. From March 2003 through November 2010, Ms. Fliss was the Executive Director of Investment Advisors International, an SEC-Registered firm with the AEGON Group. She co-developed actively managed strategies and identified Third Party Managers specializing in actively managed strategies for the platform. In December 2011, Ms. Fliss formed her own SEC-Registered firm. She is the co-founder of Global View Capital Advisors, a network of over 150 registered representatives, investment advisor representatives and insurance agents throughout the U.S. and Canada. She attended the University of Wisconsin studying mathematics and physics. Ms. Fliss's experience includes quantitative analysis and modeling, sales and marketing and business development in both the U.S. and Canada.






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Disclosures:

Global View Capital Management is an SEC Registered Investment Advisor. Corporate Headquarters: Stone Ridge III Business Center, Suite 350, Waukesha, WI 53188  |  262.650.1030.


Global Markets Map Source: Investors Fast Track, MSCI.com, AdviserGuide. Information contained in this material is intended solely for informational purposes only and is not an offer or solicitation to buy or sell any security, index, mutual fund or Exchange Traded Fund (ETF); nor to offer investment advice. It is intended to show as a percentage the Year to Date changes in global stock markets. GVCM does not guarantee the accuracy or completeness of this information, nor does GVCM assume any liability for any loss that may result from reliance by any person upon any such information or opinions. Such information and opinions are subject to change without notice and are for general information only and is not a complete analysis of every material fact. All investment strategies involve the risk of financial loss. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Global View Capital Management, Ltd.), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.


Global View Capital Management, LTD

N14 W23833 Stone Ridge Drive, Suite 350
Waukesha, WI 53188

Phone: 262.650.1030
Toll Free: 888.799.GVCA or 888.799.4822
Fax: 262.650.1085
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